Insurance Customer Service
Responding to client questions about coverage, billing, renewals, cancellations, and other everyday policy concerns.
Virtual Assistant · Insurance Support
Every detail matters.
Every client counts.
Hi, I'm Nova Grace Josep — a detail-oriented virtual assistant helping insurance teams stay organized, deliver thoughtful service, and keep daily operations moving.
Insurance Customer ServicePolicy QuotingAdministrative Support
People-first. Detail-focused.Committed to accurate, dependable support.
01 / Introduction
Get to know me.
A dependable extra hand for busy teams.
Remote support grounded in accuracy, clear communication, and a genuine commitment to client service.
I'm Nova, a virtual assistant with hands-on experience supporting insurance agencies through policy servicing, client communication, insurance quoting, document coordination, and daily administrative tasks.
I work comfortably in fast-paced environments, balancing multiple priorities while keeping records organized and following through on time-sensitive requests. My goal is simple: make operations easier for the team and the experience smoother for every client.
Client communicationAttention to detailOrganized follow-throughConfidentiality
02 / What I doSupport that keeps
Support that keeps
things moving.
Practical insurance and administrative support that helps agencies stay responsive, organized, and on top of the details.
Policy Servicing
Coordinating driver and vehicle updates, policy changes, mortgagee information, and carrier follow-ups.
Insurance Quoting
Preparing auto, renters, and homeowners quotes while reviewing risk information, coverage selections, and premiums.
Documentation & E-Signatures
Requesting, organizing, checking, and submitting forms, declarations pages, inspection materials, and signed documents.
Renewal & Billing Follow-ups
Tracking payments, renewal notices, underwriting requirements, and outstanding requests with timely communication.
Administrative Coordination
Managing records, communicating across teams, prioritizing pending tasks, and supporting smooth day-to-day operations.
03 / Career journeyExperience built on
Experience built on
service & precision.
Insurance-focused roles supported by a wider foundation in administration, communication, and frontline customer service.
Texas Edge Insurance
Customer Service · Virtual Assistant
Provide end-to-end customer support and policy servicing for a busy insurance agency — from client inquiries and carrier coordination to document follow-up, billing issues, and renewals.
View all 13 responsibilities
- Provide customer service by responding to client inquiries regarding policy coverage, premiums, billing, payments, renewals, cancellations, and policy changes.
- Communicate with clients through phone calls, emails, and text messages to provide policy updates, explain insurance requirements, and follow up on outstanding requests.
- Coordinate with multiple insurance carriers, including Progressive, Mercury, Orion, Honeycomb, GEICO, Travelers, and other providers, to resolve policy issues and process service requests.
- Assist with policy servicing, including adding or removing drivers and vehicles, updating mortgagee clauses, correcting policy information, and processing cancellation requests.
- Monitor policy renewals, billing notices, returned payments, pending cancellations, and underwriting requirements to help clients maintain appropriate policy status.
- Request, collect, review, and submit supporting documents, including declarations pages, proof of ownership, inspection photos, mileage verification, and other underwriting documentation.
- Prepare and send insurance forms for electronic signatures through Adobe Acrobat Sign and follow up with clients to ensure documents are completed and returned.
- Communicate with insurance carriers regarding payment discrepancies, billing plan changes, refunds, policy reinstatements, and outstanding balances.
- Submit updated insurance documents and declarations pages to clients, mortgage companies, and relevant portals when policy information changes.
- Follow up with insurance carriers, inspection vendors, and clients regarding pending inspections, missing documents, and time-sensitive policy requirements.
- Maintain accurate client records, document service activities, track pending tasks, and coordinate with agents to ensure requests are handled promptly.
- Explain insurance procedures, documentation requirements, and next steps to clients in a clear, professional, and customer-friendly manner.
- Support daily agency operations by organizing service requests, prioritizing follow-ups, and assisting agents with policy changes and administrative tasks.
Farmers Insurance (Wilkerson Agency)
Insurance Rater / Quoter
Prepared auto, renters, and homeowners insurance quotes, verified applicant details, compared coverage and premium options, and maintained accurate quote records.
View all 8 responsibilities
- Prepared auto, renters, and homeowners insurance quotes by collecting applicant information, reviewing property and vehicle details, and entering accurate data into insurance rating systems.
- Evaluated customer information, including driving history, vehicle specifications, property characteristics, and coverage requirements, to generate insurance premium estimates.
- Compared available coverage options, deductibles, limits, and premiums to help identify suitable insurance solutions based on customer needs.
- Reviewed insurance applications for completeness and accuracy before submitting quote requests or proceeding with the application process.
- Followed insurance company underwriting guidelines and rating procedures when preparing quotes and reviewing risks.
- Updated quote information when customers requested changes to vehicles, drivers, property details, coverage limits, or deductibles.
- Maintained accurate customer records, quote details, and supporting documentation within insurance systems.
- Delivered timely and accurate quoting support while maintaining attention to detail, confidentiality, and professional customer service.
Primehub Solutions
Administrative AssistantMaintained customer databases, organized documents and reports, coordinated appointments, tracked service metrics, and responded to client inquiries across phone, text, and email.
McDonald's
Service CrewAugust 2022 – January 2023Supported daily customer service, processed transactions, checked inventory, collaborated with teammates, and resolved customer inquiries professionally.
04 / Work toolkit
Tools & platforms.
Systems I've used in insurance agency workflows, customer communication, document handling, and quoting.
Everyday tools,
confidently handled.
Texas Edge Insurance workflows
DYL
AMS
Monday
Google Drive
Dropbox
Adobe Acrobat Sign
Outlook
EZLynx
Insurance rating
& quoting systems.
Farmers Insurance (Wilkerson Agency) workflows
Little Giant
Apex
Insurance carrier experience.
Search or filter the carriers I've worked with by agency.
- American Risk
- AMWins Speciality Auto
- Arbor (Sycamore)
- ASI
- Conifer (Sycamore Specialty)
- NEW Foremost Star/360 (Signature/Choice)
- Germania
- Homeowners of America
- Honeycomb
- Liberty Mutual
- Lumen
- Mercury
- Mission Select
- Orion 180
- Progressive
- South&Western
- Texas Fair Plan
- Travelers
- Farmers
- Bristol West
05 / Skills
Core strengths.
AMS & Outlook
Google Calendar
Adobe
Data entry
Teamwork
Time management
Effective communication
07 / Let's connect
Let's make work
Let's make work
flow better.
Need reliable support for your insurance or administrative team? I'd be happy to hear about your goals and how I can help.